HBK Sorce Advisory’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
1,203
+118
| +11% | +$106K | 0.03% | 212 |
|
|
2025
Q1 | $737K | Buy |
1,085
+209
| +24% | +$142K | 0.02% | 267 |
|
|
2024
Q4 | $552K | Sell |
876
-81
| -8% | -$51K | 0.02% | 312 |
|
|
2024
Q3 | $741K | Sell |
957
-14
| -1% | -$10.8K | 0.02% | 262 |
|
|
2024
Q2 | $800K | Buy |
971
+76
| +8% | +$62.6K | 0.03% | 242 |
|
|
2024
Q1 | $625K | Sell |
895
-5
| -0.6% | -$3.49K | 0.02% | 291 |
|
|
2023
Q4 | $523K | Sell |
900
-52
| -5% | -$30.2K | 0.02% | 307 |
|
|
2023
Q3 | $437K | Sell |
952
-113
| -11% | -$51.8K | 0.02% | 340 |
|
|
2023
Q2 | $516K | Buy |
1,065
+6
| +0.6% | +$2.91K | 0.02% | 319 |
|
|
2023
Q1 | $423K | Sell |
1,059
-1,155
| -52% | -$461K | 0.02% | 362 |
|
|
2022
Q4 | $837K | Buy |
2,214
+1,368
| +162% | +$517K | 0.02% | 319 |
|
|
2022
Q3 | $256K | Buy |
846
+4
| +0.5% | +$1.21K | 0.02% | 396 |
|
|
2022
Q2 | $269K | Buy |
842
+41
| +5% | +$13.1K | 0.02% | 364 |
|
|
2022
Q1 | $293K | Sell |
801
-88
| -10% | -$32.2K | 0.02% | 403 |
|
|
2021
Q4 | $382K | Sell |
889
-23
| -3% | -$9.88K | 0.02% | 390 |
|
|
2021
Q3 | $305K | Buy |
+912
| New | +$305K | 0.02% | 435 |
|